$107K - $135K *
Champion strategic real estate investments by sourcing, evaluating, and executing acquisition opportunities while collaborating with cross-functional teams to optimize portfolio performance and drive...
1 week ago
$140K - $160K *
Transform your career by managing personalized portfolios, driving direct indexing solutions, and implementing tax optimization strategies while collaborating in a dynamic investment management team...
6 days ago
Investment Strategist / Investment Director
$150K - $200K *
Help us drive success in investment strategy for UHNW clients, overseeing portfolio management from proposal to implementation. Utilize your experience to lead analysis, due diligence, and build stron...
6 days ago
Finance & Investment Funds Pursuits & Directories Sr Manager
$146K - $232K *
Engage in high-stakes project management and strategic business development by leading the creation of compelling RFPs and pitches, collaborating with stakeholders to enhance the firm's market positio...
2 weeks ago
$110K - $120K *
Deliver impactful project management solutions to enhance business processes, optimize resources, and achieve organizational goals while fostering strong relationships with key stakeholders across var...
Reposted 2 days ago
$80K - $175K *
Transform risk management in Corporate Syndication and C&I Lending by overseeing loan portfolios, implementing strategies, and guiding teams to ensure profitability and compliance with standard practi...
5 days ago
$80K - $120K *
Create impactful estate and tax planning strategies for High Net Worth clients. Collaborate with a dynamic team to deliver exceptional client service, ensuring compliance and maximizing wealth transfe...
1 week ago
$146K - $203K *
Discover a dynamic role that drives seamless operational processes, enhances governance, and fosters collaboration across teams, empowering investors and ensuring alignment with strategic initiatives...
1 week ago
$170K - $225K *
Grow your career with a Director role, managing client relationships and investment strategies, preparing reports, and providing exceptional service in a dynamic environment with key team interactions...
Reposted 5 days ago
$100K - $135K *
Grow your career with a leading investment firm as you drive business growth by fostering client relationships and delivering insightful market education across California. Leverage your expertise in...
3 weeks ago
Associate Director, Wealth Management
$135K - $175K *
Join a team that's dedicated to delivering exceptional client service and investment strategies. This role involves managing client relationships while analyzing portfolios and providing tailored fina...
5 days ago
Associate Director, Wealth Management
$135K - $175K *
Develop exceptional client relationships by delivering tailored investment strategies and comprehensive service support, leveraging 4-7+ years of experience in wealth management to enhance client enga...
1 week ago
$162K - $180K *
Join a team that's dedicated to optimizing fund operations and performance metrics, engaging across finance and investment teams to ensure compliance, enhance profitability, and support strategic deci...
1 week ago
Portfolio Strategy Manager (Equities)
$279K - $474K *
Develop innovative investment strategies for client portfolios, ensuring alignment with market conditions and financial goals. Collaborate with various teams to oversee portfolio health and implement...
4 days ago
$170K - $225K *
Take ownership of client relationships, delivering exceptional service and tailored investment strategies while collaborating with leadership to analyze portfolios and drive investment decisions...
5 days ago
Senior Director - Investment Services
$138K - $200K *
Transform client engagement and operational strategy to drive retention and growth. Lead a high-performing team across diverse platforms and enhance client experience while ensuring compliance and inn...
2 days ago
$235K - $390K *
Lead impactful structured securities offerings for real estate clients. Collaborate with diverse teams in a dynamic environment, leveraging your legal expertise to drive complex transactions. Contribu...
Reposted 1 week ago
Associate Manager, Fund Accounting - Private Markets
$90K - $140K *
Drive impactful fund accounting operations while mentoring team members and enhancing processes. Collaborate with clients and external partners to ensure accurate financial reporting and compliance ac...
Reposted 2 weeks ago
Associate Manager, Fund Accounting - Private Markets
$90K - $140K *
Join a team that drives financial excellence by managing fund accounting for private markets. Leverage your expertise to mentor others while ensuring high-quality deliverables and effective operations...
Reposted 2 weeks ago
Associate Manager, Fund Accounting - Private Markets
$90K - $140K *
Unlock potential by leading a team in fund accounting, ensuring accurate financial reporting and process improvement for multiple investment funds. Collaborate with auditors and clients while nurturin...
Reposted 2 weeks ago
Portfolio Manager - Asset Based Lending
$139K - $163K *
Lead a dynamic team in managing ABL credit portfolios, enhancing customer relations, and driving revenue growth by ensuring compliance and addressing credit needs through proactive collaboration...
Reposted yesterday
Manager - Private Equity Advisory
$120K - $150K *
Champion operational excellence by leveraging your expertise to enhance portfolio performance for Private Equity clients, while collaborating on finance, strategy, and accounting projects that drive i...
1 week ago
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory
$120K - $150K *
Empower clients through personalized financial planning and investment strategies. Manage complex relationships, enhance client trust, and drive positive outcomes while collaborating with a dedicated...
3 weeks ago
VP, Head of Investment Accounting
$180K - $268K *
Lead and optimize investment accounting strategies, ensuring governance and compliance while enhancing reporting and team performance. Drive innovations in processes and technology to support business...
2 weeks ago
$75K - $115K *
The Manager, Investment is responsible for developing digital strategies and coordinating media plans for clients' products and services. This role involves supervising a team, maintaining quality con...
Reposted 6 days ago